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HumanResourcesAgenda2024April26 107 North Kent Street, Winchester, VA 22601 County of Frederick Michael J. Marciano Director of Human Resources (540) 665-5668 Fax: (540) 665-5669 Michael.Marciano@fcva.us TO: Human Resources Committee and Board of Supervisors FROM: Michael J. Marciano DATE: April 24, 2024 SUBJECT: HR Committee Agenda The HR Committee will meet in the First Floor Executive Conference Room at 107 North Kent Street on Friday, April 26, 2024, at 9:00 a.m. The agenda for the meeting is as follows: 1. Request for Adding a Business Division Specialist Role for the Commissioner of Revenue’s Office & Transfer of Employee Into that Role – Presentation by Department Representative 2. Turnover Ratio Discussion Frederick County, Virginia OFFICE OF COMMISSIONER OF THE REVENUE 107 North Kent Street Winchester VA 22601 P.O. Box 552 Winchester VA 22604-0552 tonya.sibert@fcva.us www.fcva.us/cor Tonya C. Sibert Phone: 540-665-5681 COMMISSIONER Fax: 540-667-6487 I am seeking approval to reassign one of the Sr Account Clerk positions (Ms. Heidi Largent) to that of a Business Division Specialist within the Office of the Commissioner of Revenue (COR) because Ms. Largent is doing additional duties beyond those of her current position. The Business Division Specialist is a role that I would like added to the Salary Administration Program (SAP), and will more accurately capture the role that Heidi performs for the COR. As the population of Frederick County continues to grow (96,359 as of July 2023 according to Weldon Cooper’s Center for Public Service), demands on our staff have increased accordingly. The growth has similarly driven an increase in volume of assessments, business licensing, business equipment, personal property accounts, and overall encounters with our office to uphold compliance with the Code of Frederick County and the Code of Virginia. These factors have substantially increased the workload and duties for COR staff. Reclassifying this Sr Account Clerk position will not only help us meet the increasing challenges of our duties but assist in retaining valued, highly qualified, and trained staff by compensating them for increased duties they are performing. In ascertaining what is the appropriate pay scale for the new role, I compared the essential functions of the Business Division Specialist to the workload and functions of the Treasurer’s Office Account Analyst position, and found that the roles are very similar. This information is captured in the attached chart (see Exhibit A) which compares the role Ms. Largent is performing as Sr Account Clerk to that of the proposed Business Office Specialist and that of the Treasurer’s Account Analyst position. In light of the similarities between the latter two jobs, it is appropriate to request a salary amount for the COR job that would align with that of its counterpart in the Treasurer’s Office. The sections highlighted in yellow indicate the additional duties Ms. Largent is performing that are beyond the Sr Account Clerk job description. Per the County’s SAP, the following reflects the current title and salary ranges (as of March 1, 2024) for these two positions: As illustrated above, the disparity between the salary ranges in the two offices is challenging. This pay inequity hinders our ability to retain valued staff who are not compensated when compared COMMISSIONER OF THE REVENUE TREASURER Senior Account Clerk (209) $42,469 - $69,997 Account Analyst (215) $56,912 - $93,802 to a neighboring Frederick County office whose transactional worth equals that of the COR. Attached is a side-by-side comparison of the Account Analyst from the Treasurer’s Office and the new Business Division Specialist from the COR. Proposed COR Treasurer’s Business Division Specialist (215) Account Analyst (215) Thank you for your consideration. COR Business Division Justification EXHIBIT A Senior Account Clerk (current COR)Business Division Specialist (proposed COR)Account Analyst (TR) Pay Grade 209 215 215 EMPLOYEE'S CURRENT Job Desc ACCURATE SUMMARY OF WHAT EMPLOYEE ACTUALLY DOES COMPARISON TO TREASURER'S Job Desc Essential Duties: Provides timely and courteous customer service to phone, email, web and in- person inquiries. Provides timely and courteous customer service to phone, email, web and in-person inquiries. Responds to property owner, taxpayer, customer, employee, and management questions and requests for assistance (via walk-in, e-mail, or phone). Explains complex tax code and regulations in a customer- friendly manner. Responds to business taxpayers with inquiries and questions about requirements and processes. (see above) Assists business taxpayers with filing of business license and business equipment or assets. Assists with business taxpayers and issues as needed including licensing, asset filing, meals/lodging/utility/daily rental filings and general assistance to the public Processes all local tax payments and miscellaneous payments to the County. Ensures all payments are accounted for and posted properly in a timely manner. May assist with meals, lodging or other taxes as assigned. (see above) Assists with scanning, filing, and permanent record retention as required. Acts as technician in charge of records management for the Commissioner of the Revenue office per the Library of Virginia’s retention schedule with expertise in the scanning program used. Conveys the disposition of files to COR’s Designated Records Officer for transmission to the Library of Virginia. May assign scanning duties to other trained personnel as needed Understands and can apply all basic regulations regarding business taxation. Understands the BPOL Guidelines from the Department of Taxation, Virginia Sales and Use Tax Regulations from the Virginia Department of Taxation, and Department of Professional & Occupational Regulations Processes all State tax payments in accordance with standards defined by the Virginia Department of Taxation and the Auditor of Public Accounts (APA). Maintains related records and files related reports in accordance with the same standards. Assist with annual APA audit of records as needed Can find the applicable sections of the Codes of Virginia and Frederick County as they apply to taxpayer questions. Provides technical assistance to the business division and as needed to other Commissioner divisions when called upon to do so relating to system requirements for business division issues and supervises others when directed Complies with all rules, regulations, policies, and procedures of the Frederick County Treasurer’s Office and Virginia law Page 1 of 3 COR Business Division Justification EXHIBIT A Senior Account Clerk (current COR)Business Division Specialist (proposed COR)Account Analyst (TR) Pay Grade 209 215 215 EMPLOYEE'S CURRENT Job Desc ACCURATE SUMMARY OF WHAT EMPLOYEE ACTUALLY DOES COMPARISON TO TREASURER'S Job Desc Essential Duties: Obtains training to research the Department of Taxation Business, Professional and Occupational License (BPOL) Guidelines. Keeps up to date on legislative and Code changes as they relate to business taxation and discusses with the Division Administrator or Commissioner on changes and how to implement them Completes training and educational requirements as necessary through Treasurer’s Association of Virginia. Uses computer and Internet technology to assist with taxpayer inquiries and filings. Provides assistance with online filing issues for both business licensing and business asset reporting including manufacturing and processing assets. Ensures protection of highly confidential taxpayer information in accordance with the Virginia Secrecy Act and administrative regulations of the Virginia Department of Motor Vehicles (DMV) and Virginia Department of Taxation. Handles daily data entry with accuracy.Completes accurate daily data entry and efficient consumer contact with the public as needed by the department Prepares and reconciles daily cash deposit. Other duties as may be assigned. Discovers, addresses, documents and reports non-compliance issues Maintains the daily reporting of delinquent collection system, including payment plans, DMV-stop removal, and non-compliance follow-up. Assists collection department with delinquent collections. Has a thorough knowledge of the Codes of Virginia and Frederick County regarding business taxation Completes training and educational requirements as necessary through Treasurer’s Association of Virginia May do field work and visit business or industrial locations to verify assets or licensing as assigned Conducts desk audits as necessary or as requested Writes queries and reports to assist Department in inquiries and analysis as requested Provides technical data and statistical analysis and counts for the Commissioner when needed Works with minimal supervision or assistance Provides management of the Business Division in the absence of the supervisor Page 2 of 3 COR Business Division Justification EXHIBIT A Senior Account Clerk (current COR)Business Division Specialist (proposed COR)Account Analyst (TR) Pay Grade 209 215 215 EMPLOYEE'S CURRENT Job Desc ACCURATE SUMMARY OF WHAT EMPLOYEE ACTUALLY DOES COMPARISON TO TREASURER'S Job Desc Essential Duties: Processes credit/abatements made by Commissioner of the Revenue’s office – issuing refunds as needed Assists with the preparation and mailing of all personal property, real estate, and other local tax/fee bills utilizing quality control procedures to ensure accuracy. Education: Any combination of education and experience equivalent to graduation from high school. Minimum of high school degree or equivalent with specific training in computer applications. Advanced knowledge or classes in both PC and AS400 required. Preference given for completion of college level courses in the field of employment. Any combination of education and experience equivalent to graduation from high school, supplemented by courses in accounting and business administration. Completion of core classes through Treasurer’s Association of Virginia. Experience: Prior office setting experience or working with customers preferred. Preference given to prior AS400 usage. Minimum of five (5) years experience in an assessment office in Virginia with use of both online and paper filings and responses. (none) Page 3 of 3 2024.04.26 2023 Full-Time Turnover 2023 FT TERMS Month New Hires FT Terms Status Changes (FT to PT or Military Leave) Terms Total Month-End Headcount Gain/ Loss Average # EEs Turnover by Average # of EEs Quarterly Turnover Annual Turnover Rate Tunover Rate (Start of Year - Terms) Quarterly Turnover Annual Turnover Rate 764 Jan 10 10 10 764 0 764 1.31%1.31% Feb 6 5 5 767 3 766 0.65%0.65% Mar 13 6 6 775 8 771 0.77%2.73%0.79%2.75% Apr 10 8 8 777 2 776 1.03%1.05% May 7 10 10 775 -2 776 1.29%1.31% Jun 8 8 8 776 1 776 1.01%3.33%1.05%3.40% Jul 25 10 10 791 15 794 1.26%1.31% Aug 10 4 2 6 797 6 794 0.75%0.79% Sep 8 9 1 10 795 -2 796 1.26%3.28%1.31%3.40% Oct 5 11 11 789 -6 792 1.39%1.44% Nov 7 6 6 791 2 790 0.76%0.79% Dec 11 22 22 780 -11 786 2.80%4.96%14.29%2.88%5.10%14.66% 109 112 16 780 YE 2023 2.05%Increase % 2024 Full-Time Turnover 2024 FT TERMS Month New Hires Terms Status Changes (FT to PT or Military Leave) Terms Total Month-End Headcount Gain/ Loss Average # Ees Turnover by Average # of EEs Quarterly Turnover Annual Turnover Rate Tunover Rate (Start of Year - Terms) Quarterly Turnover Annual Turnover Rate 780 Jan 28 8 1 9 800 19 790 1.14%1.15% Feb 8 9 0 9 801 -1 801 1.12%1.15% Mar 6 9 0 9 798 -3 800 1.13%3.39%1.15%3.46% 42 26 27 15 Notes: * Full-time headcount on 12/31/22 was 764. ** Full-time headcount on 12/31/23 was 780. *** The SHRM turnover calculation is the standard methodology used for reporting, which factors in the hires and terms each month for an average # of employees. Straight turnover simply subtracts terms from the beginning headcount number, i.e. 764. HEADCOUNT TRENDS 2023 -2024 SHRM TURNOVER CALC STRAIGHT TURNOVER CALC SHRM TURNOVER CALC STRAIGHT TURNOVER CALC